Helmsman Financial Group, LLC

Helmsman Financial Group, LLC (CRD# 113780) is a financial advisory firm headquartered in Woodinville, WA. They manage $89,725,060 in 242 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $370,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Helmsman Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christopher J. Rieke
CRD#: 2650076
17330 135th Ave. Ne, Suite 2a, Woodinville, WA 98072
96
Wealthminder
score

Christopher Rieke (CRD# 2650076) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 22 years of experience in the finance industry. Christopher Rieke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Shelby M. Miller
CRD#: 4713127
17330 135th Ave Ne, Suite 2a, Woodinville, WA 98072
93
Wealthminder
score

Shelby Miller (CRD# 4713127) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 14 years of experience in the finance industry.

3
Allan M. Vannini
CRD#: 1013703
17330 135th Ave Ne, Suite 2a, Woodinville, WA 98072
93
Wealthminder
score

Allan Vannini (CRD# 1013703) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 21 years of experience in the finance industry.

4
Brandon D. Springer
CRD#: 6393142
17330 135th Avenue, Ne, Suite 2a, Woodinville, WA 98072
88
Wealthminder
score

Brandon Springer (CRD# 6393142) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 3 years of experience in the finance industry.

5
Douglas D. Springer
CRD#: 1032845
17330 135th Ave. Ne, Suite 2a, Woodinville, WA 98072
83
Wealthminder
score

Douglas Springer (CRD# 1032845) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 25 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.